PayPal activity to QuickBooks Online
A PayPal activity download from a US account (dates month first), for QuickBooks Online's bank upload.
Processed locally in your browser. File contents are not uploaded. No account needed.
Before and after
Made-up rows from the sample file, run through the same code Rote Workspace runs, when this page was built. Removed rows are struck through; changed cells are highlighted — point at one for its old value.
Original
| Row | Date | Name | Status | Net |
|---|---|---|---|---|
| 2 | 9/1/2026 | Maya Patel | Completed | 1,953.84 |
| 3 (removed) | 9/2/2026 | Jonas Weber | Pending | 13.29 |
| 4 | 9/3/2026 | Lucía Gómez | Completed | -46.57 |
| 5 | 9/4/2026 | Tom Becker | Completed | 183.03 |
Result
| Row | Date | Description | Amount | Status |
|---|---|---|---|---|
| 2 | 09/01/2026 (changed) | Maya Patel | 1953.84 (changed) | Completed |
| 4 | 09/03/2026 (changed) | Lucía Gómez | -46.57 | Completed |
| 5 | 09/04/2026 (changed) | Tom Becker | 183.03 | Completed |
3 rows × 12 columns after the fixes · was 4 × 12 · 4 cells changed
8 more columns are not shown; they pass through unchanged.
Why
QuickBooks takes Date, Description and Amount only, and an amount column with one number per row. PayPal's file has Gross, Fee and Net and many other columns, so people rename and delete by hand every month.
What it does
- Keep only the rows where "Status" is exactly "Completed"; the other rows are removedOn the sample: 1 row removed
- Read "Net" as numbers (decimal mark: dot, 1,234.56); values that are not numbers are left as they areOn the sample: 1 cell changed
- Rewrite the dates in "Date" (read as month first) as MM/DD/YYYY; blank and unreadable values are left as they areOn the sample: 3 cells changed
- Rename "Name" to "Description", "Net" to "Amount"On the sample: 2 headers renamed
- Put the columns in this order: "Date", "Description", "Amount"; any other columns followOn the sample: columns reordered
Your file needs these columns, spelled exactly: Date, Name, Status, Net. If one is missing or renamed, the workflow tells you which step it breaks and does not run.
QuickBooks reads only Date, Description and Amount, which this puts first. Drop the other columns with Columns ▾ → Drop before you download.
How to use it
Download the workflow
A small .json file with the steps above — no data. Want to try it first? Use the sample file (made-up rows).
Open your export
In the Data Workspace, choose your file. It is processed in your browser, not uploaded.
Import, review, run
Workflow → Import, choose the file — or skip the download: under Workflow → Templates, press Check & open. Each step is checked against your columns; press Run on this file, then Download.